Why Apps Fail for Client Portals
Every step between "get the update" and "see the update" is a chance for clients to give up and text you instead.
- Step 1: Find the app storeWhich store? What's it called?
- Step 2: Download and installA download and the storage space for it
- Step 3: Create an accountAnother username and password
- Step 4: Verify emailCheck spam folder, click link
- Step 5: Log inForgot password already
- Step 6: Navigate the appWhere's my project?
With Trace
Client receives SMS → Taps link → Sees project. One step.
How It Works Without an App
- You post an update from your phone, in the Trace app or the website (you need Trace, your clients don't)
- Client gets a text with a magic link
- Client taps the link and sees the project in Safari/Chrome
The client experience is a Progressive Web App (PWA). It looks and feels like a native app, but runs in the browser. Clients can even "Add to Home Screen" if they want quick access - but they don't have to.
Works on Any Phone
- iPhone - Opens in Safari
- Android - Opens in Chrome or default browser
- Older smartphones - Any phone with a web browser works
- Tablets - Responsive design adapts automatically
What About the Contractor App?
Contractors do use a mobile app to post updates quickly. The app is optimized for:
- Taking and uploading photos
- Updating stage progress
- Adding notes
- Managing multiple projects
But for the homeowner viewing updates? No app needed. Just SMS and their browser.
Why This Means Fewer Texts
The reason clients text you "where are you?" is because they don't have visibility. Traditional portals require too many steps, so clients skip them and text instead.
With Trace, checking the project is as easy as checking a text message. One tap. No login. Clients check Trace instead of texting you.